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Relationship Banker

2 months ago


Milwaukee, Wisconsin, United States Wintrust Financial Full time

About Wintrust Financial

Wintrust Financial is a leading financial holding company with a strong presence in the Chicago and southern Wisconsin market areas. Our company operates fifteen community bank subsidiaries with over 170 banking locations, providing a wide range of financial services to individuals and businesses.

Job Summary

We are seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, providing them with tailored financial solutions to meet their needs.

Key Responsibilities

  • Customer Relationship Building
    • Build and maintain strong relationships with customers, understanding their financial needs and goals.
    • Develop and implement personalized financial plans to meet customer needs.
  • Financial Solutions
    • Recommend and provide financial products and services to customers, such as loans, deposits, and investment products.
    • Collaborate with other business partners to connect customers with experts who can help with specialized needs.
  • Operational Responsibilities
    • Operate a teller drawer, serving customers in the lobby and drive-up.
    • Open and maintain customer accounts, perform account maintenance, and assist with digital products.
    • Recognize and report potential fraud and other risks.
  • Community Involvement
    • Participate in community events and support local initiatives.

Requirements

  • 1-3 years of experience in a customer service, financial services, or sales role.
  • High School Degree or equivalent.
  • Intermediate computer skills.

Benefits

  • Medical Insurance
  • Dental Vision
  • Life insurance
  • Accidental death and dismemberment
  • Short-term and long-term Disability Insurance
  • Parental Leave
  • Employee Assistance Program (EAP)
  • Traditional and Roth 401(k) with company match
  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Critical Illness Insurance
  • Accident Insurance
  • Transportation and Commuting Benefits
  • Banking Benefits
  • Pet Insurance

Equal Opportunity Employer

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.